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Share Name Share Symbol Market Type Share ISIN Share Description
Zytronic Plc LSE:ZYT London Ordinary Share GB0006971013 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -5.00 -2.99% 162.50 160.00 165.00 167.50 162.50 167.50 60,821 14:13:45
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Electronic & Electrical Equipment 12.7 -0.4 -1.8 - 26

Zytronic Share Discussion Threads

Showing 2601 to 2624 of 2950 messages
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DateSubjectAuthorDiscuss
08/1/2021
19:35
That’s Wikipedia for you!
the squire at oakley hall
08/1/2021
19:14
hasn't 3M stop working in this market now?
football
08/1/2021
17:44
Cliffpeat "The disconnect between projected value - end 2018 £65m and 2019 sales £20.1m - is a chasm. Perhaps I have missed the explanation." £65m = life cycle value of Opportunities, Projects life cycle value was £8m - Turnover £20m so could assume conversion of Opportunities to Projects as you would expect. Projects life cycles could be one off's or multiple years ZDL is in Projected Capacitive sector of market (PCAP) Projected capacitive (PCAP) Miracletouch Technology, INC. DMC Co.,Ltd. MNTech Displax TSItouch Inc. 3M Elo TouchSystems faytech GZ EasyTouch Technology Co. Limited Higgstec Inc. Mildex Optical, Inc. New Vision Display Planar Rocktouch Co.,Ltd SCHURTER Input Systems TouchNetix Ltd. Visual Planet Zytronic <--------------------------------- UICO LG Innotek Co., Ltd. Xenarc Technologies
the squire at oakley hall
08/1/2021
17:01
When I think of ZYT, I am reminded of Avesco. Both solid cash earners, niche areas of business with strong IP, cash falling out of their ears yet apparently not interested in acquisitions. Ultimate outcome, it was leapt upon by a larger competitor or company wanting its IP and customer lists, at a 100% premium to its languishing market price. That was nice at the time as a holder especially as it was announced mid-market hours. I am invested in ZYT for both recovery potential (any hint of profit recovery on a newly trimmed down cost base should be a geared play) and potential takeout target (maybe a bid will be made on basis of a distribution of surplus capital beforehand?). There was a trading update in February last year so I guess that will be the next hint of progress.
bones
08/1/2021
16:45
Touchscreens, I like to see a contract with Tesla announced soon!
bookbroker
08/1/2021
16:30
Followed ZYT for three years or so. My impressions: 1. Had a reputation for being conservatively run, and not particularly ambitious. Think they have upped their game in the last eighteen months and now appear to be making more effort - attending more sales shows, etc. That may account for the additional sales staff. 2. I think the 'Opportunities' refers to jobs they are bidding for, i.e. leads, so not definite orders. 3. They appear to have good IP, from what I can see (not an expert in this field), so a potential takeover target? Especially when you consider the high level of cash on the balance sheet? 4. The fall in the number of touchscreen bank ATMs has hurt them, and they need to replace this business from somewhere else. 5. The sales of gambling machines will come back when the casinos open. I believe most of the casinos are open now in China, so they may get a boost from here? 6. I hold a few. Think the downside is limited, and the upside promising, so will hang on to them for now.
mr_spock
08/1/2021
15:12
Disregarding 2020 the ZYT turnover has wavered between £23m and £20m with a steep downward trend in EPS in 2018 and 2019. hTTps://www.zytronic.co.uk/about-us/meet-the-team/ But they have 6 senior people listed as team members who are in sales, marketing and business development. Sales & Marketing Director Sales Manager, Europe, Middle East and Africa Sales Manager Europe, Russia and Eurasia Sales & Support Manager, Americas Business Development Manager, Japan Business Development Manager, China & South East Asia Seems like a lot of resource for such a small turnover. The 2019 annual report is exceptionally well presented and includes a lot of analysis but one part of the CEO's review is confusing: "As at 30 September 2019, there were 494 opportunities in the system with a projected value of £83m, 58 classified as Projects, and are expected to generate £13.4m of sales over their production cycle. This compares with data as at 30 September 2018 of 414, £65m, 41 and £8.0m respectively." The disconnect between projected value - end 2018 £65m and 2019 sales £20.1m - is a chasm. Perhaps I have missed the explanation. The research and development looks very cutting edge and geared to improved products and applications. Where is this company going? 1. Market place: Is the industry supply saturated? hTTps://en.wikipedia.org/wiki/List_of_touch-solution_manufacturers (doesn't include ZYT) 2. Takeover: Is the technical team and existing customer base attractive to a predator - at more than current market cap. of £25m? 3. Cash pile: Is the expected share buy back going to reduce the MV by more or less than the cost? 4. Senior management: Are they engaging in harsh strategy review (such as the Phoenix Encounter Method and the like)? Any views by those who know the company and players?
cliffpeat
07/1/2021
13:50
German November industrial orders up 6.3% on November last year. The global economy seems to be recovering strongly even if Europe is sputtering a bit. I'd imagine there are lots of touch screens on industrial machinery controllers. I don't know if ZYT operate in that market, though.
aleman
07/1/2021
13:00
Interesting - thank you for highlighting, There is a monster 6.4m sensor shown in the annual report at hxxps://www.zytronicplc.com a must read if you suffer from insomnia or are a technology geek (I am both). 6.4m sensor for the same customer overlaying 3x 86inch LG screens and installed by Ideum in a corporate training headquarters. The large displays are normally highest margin - and perhaps least competition? These are all limited modifications to standard form factor overlays? Design costs would be limited, the development and production set up charged to the development budget and the production costs to the sale. Or you can say they sold them at a loss? your choice. Working with companies like Ideum looks a smart marketing choice. If I remember I will keep a watch on Ideum's website to see if they start to feature more of Zytronic's displays, cheers Illis
illiswilgig
07/1/2021
11:44
Sounds pretty bespoke to me. One would hope that it stands alone as profitable. AND/OR their marketing people already identified a viable market for the exploitation of the capabilities involved in this project. With casinos closed a chunk of ZYT's "cheese" has moved - we have to hope that the marketing skills match the undoubted technical and production skills. I have a niggling doubt.
cliffpeat
07/1/2021
11:13
oany one got a clue what a order like this is worth? hTTps://www.zytronic.co.uk/news/ideums-interactive-tables-get-a-significant-upgrade-with-zytronics-zybrid-sensor/
football
05/1/2021
23:49
Ideum’s Interactive Tables Get a Significant Upgrade With Zytronic’s ZyBrid Sensor January 5, 2021 Ideum’s Interactive Tables Get a Significant Upgrade With Zytronic’s ZyBrid Sensor hTTps://www.ravepubs.com/ideums-interactive-tables-get-a-significant-upgrade-with-zytronics-zybrid-sensor/
football
30/12/2020
07:13
What a bizarre comment to make, stick to studying carpets in a cheap and nasty store, we know what is going on here, it is loaded up with cash and not a lot to spend it on!
bookbroker
17/12/2020
15:40
Nice bowl.
kemche
16/12/2020
16:51
Good spot football, Telegraph have followed Zytronic for quite a while.
1pencil
16/12/2020
07:38
Share tips, comment and bids The Daily Telegraph (Questor share tips): HOLD Vistry; HOLD Zytronic. hTTps://citywire.co.uk/funds-insider/news/wednesday-papers-eu-warns-that-it-may-break-up-big-tech-companies/a1439875
football
15/12/2020
09:31
This seems to take off at any opportunity
estienne
15/12/2020
08:59
technical charts looking very tasty now. looks like there should be a sustained rise coming up soon
jw330
15/12/2020
07:56
hTTps://www.kiosksolutionsmagazine.com/index.php/2020/12/14/interactive-citypost-kiosks-rely-upon-zytronics-touch-technology-to-enhance-the-visitor-experience/
football
14/12/2020
11:29
Anyone who wishes to buy a company with a valuable IP and a load of cash, now is your chance, and it will likely still be worth a good deal more down the line.
bookbroker
14/12/2020
11:27
Well, it did generate a lot of cash, however that was as a result of fulfilling existing orders and an unwind of capital usage. When they start to recover there will be a reversal in capital to build inventory, nonetheless it is nice to know they are at least well in the black. Still a sitting duck for for a takeover with the technology, and a balance sheet that suggests the valuation is about the equivalent of net tangible assets.
bookbroker
14/12/2020
10:22
Zytronic had been consistently profitable before the pandemic struck, which pushed it to a first reported loss for more than 17 years, although despite this it still generated plenty of cash. With a balance sheet awash with cash and exciting developments on the horizon, it looks cracking value at current levels. Check the Investor's Champion website to find out more about this Bonkers Bargain.
energeticbacker
09/12/2020
20:18
Cutting-edge transparent OLED receives a seamless multitouch upgrade from Zytronic hTTps://ebom.com/cutting-edge-transparent-oled-receives-a-seamless-multitouch-upgrade-from-zytronic/ hTTps://www.avinteractive.com/news/displays/cutting-edge-transparent-oled-receives-seamless-multitouch-upgrade-zytronic-09-12-2020/
football
09/12/2020
10:20
If I was a value investor I would quite happy with these at current prices. They don't have a ton of useless inventory that could be at risk of right offs e.g. retailers and they don't have a ton of intangible assets that could disappear overnight. The risk here is long term depreciation of cash due to inflation. If the management can't find a way to invest it into the business then I guess a dividend or a buyback program might be the best as we can redeploy the cash elsewhere.
jw330
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